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94
TO : Honorable Members of OATS : May 16, 1995 FILE
The C' y Commission
SUBJECT : Recommendation for
Accepting Proposal for
Brokerage Services
FROM ; Cesar H. Odio REFERENCES :
City Manager
ENCLOSURES:
RECOMWNDATION :
it is respectfully recommended that the attached Resolution
accepting The Proposal of Arthur J. Gallagher and Company for
furnishing insurance brokerage services be adopted. The services
will be acquired at no direct cost to the City.
BACKGROUND:
Pursuant to City Code Section 18-102, the Self Insurance and
Insurance Committee is authorized to procure coverages which are
most advantageous to the City for specific risks through
Commercial Insurance Policies. The procurement of these is best
accomplished through an insurance brokerage firm. Therefore,
Request for Proposal No. 93-94-166, to provide brokerage services
was mailed to twenty-six potential proposers. In response, two
proposals were received.
The proposals were evaluated and ranked by a selection committee.
The selection committee's criteria for selection was based on the
responses to the R.F.P. and an oral interview addressing the
following:
A. The most appropriate staffing, personnel, resources and
experience demonstrated by the Broker.
B. Services the Brokers are willing to provide.
C Product knowledge.
D. Minority participation and acceptable Affirmative Action
Plan.
E. Fees and other compensation
F. Firms primary location.
The ranking of the two firms were as follows:
Arthur J. Gallagher - Ranked #1 by all Members.
Alexander & Alexander - Ranked #2 by all Members.
It is, therefore, recommended that Arthur J. Gallagher's proposal
be accepted as the most advantageous proposal to the City.
MES/bgt 9 5 a 5175
CITY OF MIAMI, FLOE'�A
PROPOSAL FORM (Cont `ued)
—RFP NO. 93-94-166
MINORITY STATUS INFORMATION SHEET
MINORITY CLAS,SIEICATION AND PARTICIPATION
Please check one box only and complete any and all sections applicable
your firm.
1. Indicate Minority/Women Classification of Business Enterprise
(PROPOSER): [ J B=BLACK [ ) H=HISPANIC [ ) F=FEMALE [ ) NM=NON-MINORI
2. If ONE OF THE FOLLOWING, give details of Minority/Women Participati
within firm(s), or as it may apply to this Proposal, if awarde
Indicate Minority/Women Classification of each company:
A. JOINT VENTURE: Provide information regarding Minority/Women fir
participating and the extent of participation.
% of Doll
B. SUBCONTRACTORS: Provide information regarding Minority/Women fii
participating and the extent of participation.
$ of Dot'
Firm Name Business Address Contract Amos
[ ] _
C. SUPPLIERS: Provide details regarding Minority/Women firms t:
supply you with goods or services; state the extent.
95- 575 �
'.."0` 4"
CITY OF MIAMI, FLORIDA
PROPOSAL FORM (Continued)
RFP NO. 93-94-166
i This questionnaire is to be submitted to the designated City
i Office by the proposer, along with the proposal being submitted
for the goods and/or services required by City. Do not leave any
questions unanswered. When the question does not apply, write
the word(s) "None"., or "Not Applicable"', as appropriate.
L I C E N S E S
1. County. or Municipal Occupational License No. (if any) Not Applicable
(Attach copy)
2. State License No. (if any) : 263-70-1832 & 267-68-6670
3. Occupational License Classification: Not ADnl icable
4. License Expiration Date: Not AnDI i cabl e
5. Metro -Dade County Certificate of Competency No. Not Applicable
k (attach copy if requested in Proposal)
I N S U R A N C E
Underwriters at Lloyd's and various
6. Name of Insurance Carrier: Insurance COmDanies
7. Type of Coverage: Insurance Brokers & Agents Professional Liability Insurance
B. Limits of Liability: $10,000,000 each cliam and in the aggregate, with certaii
self -insured retentions and deductibles.
9. Coverage/Policy Dates: November 1. 1993 to Nov mhpr 1. 1994
10. Name of Insurance Agent: Alexander & Alexander, Inc.
11. Deductible (if any) : As indicated above
12. - Agent ' s Phone ( with area code) : (212) 973-4200
E X P E R I E N C E
13. Number of Fears your organization has been in business: 95
14. Number of Years experience PROPOSER
(person, principal of firm, owner) has had
in operations of the type required by
the specifications of the Proposal: See Below
715. Number of Years experience PROPOSER
(firm, corporation, proprietorship) has
had in operations of the type required by 36
the specifications of the Proposal:
PROPOSER NAME: ALEXANDER & ALEXANDER, INC. 9 5 - 5175
U FAILURE TO (�MPT.AND R):TURN THIS FORM MAy DlSniIAT TFY THIS PROF
RFP NO. 93-94-166:- INSURANCE BRui<ER SERVICES
i
CORPORATEjCQp$�.�. STRUCTURE
PRINCIPAL BUSINESS
NAME OF FIRM: ALEXANDER & ALEXANDER, INC.
(Identify Officers)
Juan E. Beltran, Presilent Lourdes D. Arias, Asst. �!�ce PrPcir
Jorge E. Andino, Vice President
Carlos A. Fumagali, Asst. Vice President
Juan E Beltran y
BY:
Typed or Printed) (Dat )
President
(Signature) (Title)
�, 7000 S. W. 97th Avenue, Suite 200, Miami, FL 33173
AbDRESS:
TELEPHONE` #: (305) 279-7870
FAX #: (305) 279-9963 or (305) 59807441
STATE LICENSE #: 263-70-1832 & 267-68-6670
(if applicable)
COUNTY LICENSE #: NSA
(if applicable)
CITY LICENSE # : N/A
(if applicable)
LICENSE TYPE : Ali Lines:
Property, Casualty, Persona
Life & Benefits
95— 5'75 c
44;
.t1��;
CITY OF MIAMI, FLORIDA RFP NO. 93-94-166
PROPOSAL FORM (Continued)
IMPORTANT: PROPOSAL FORMS AND PROPOSAL ACKNOWLEDGEMENT MUST BE
RETURNED IN TRIPLICATE, IDENTIFIED BY RFP NUMBER, TIME AND
DATE OF RFP OPENING. IF SECURITY IS REQUIRED, A PROPOSAL WILL
NOT BE ACCEPTED UNLESS THE DEPOSIT OR BOND IS SUBMITTED.
NAMES OF COMPANY OWNER(S): NAMES OF COMPANY OFFICER(S):
Public Company Listed On The
Stock Exchange
a) List principal business address: (street address)
7000 S. W. 97th Avenue, Suite 200, Miami, FL 33173
b) List all other offices located in the State- of Florida:
(street address)
SEE ATTACHED
Name of individual holding license in this profession (if
applicable): ALL INDIVIDUALS INVOLVED IN THIS PROJECT
The undersigned proposer acknowledges that (s)he has received a copy of
Ordinance #10062 as amended, the Minority Procurement Orinarce of the City of
Miami and agrees to comply with all applicable substantive and procedural
provisions therein, including any amendments thereto.
Proposer:_
Signature:
Date:
ALEXAPDER & ALEXWER, IN(;.
ame
c Print Name: JUAN E . BELTRAN
Indicate if Business is S1% Minority -owned: (Check one box only)
[ j BLACK [ J HISPANIC [ ] FEMALE
If fine has an existing plan, effective date of implementation: 1980
If firm does not have an existing plan, the Successful Proposer(s) shall be
required to establish an Affianative Action Policy, pursuant to Ordinance
#10062 as amended. See Appendix I for sample.
Proposer: ALE) r DER & ALEXANDER INC.
Signature:
anv fiamp►
v
95- 5'75
CITY OF MIAMI, FLORIDA RFP NO. 93-94-166
PROPOSAL FORM (Continued)
MINORITY STATUS INFORMATION SHEET
MTNO rTY CLASSIFICATION AND PARTICIPATION
Please check one box only and complete any and all sections applicable to
your firm.
1. Indicate Minority/Women Classification of Business Enterprise
(PROPOSER): [X] B=BLACK [ ] H=HISPANIC [X] F=FEMALE ( ] NM=NON-MINORITY
2. If ONE OF THE FOLLOWING, give details of Minority/Women Participation
within firm(s), or as it may apply to this Proposal, if awarded.
Indicate Minority/Women Classification of each company:
A. JOINT VENTURE: Provide information regarding Minority/Women firms
participating and the extent of participation.
B. SUBCONTRACTORS: Provide information regarding Minority/Women firms
participating and the extent of participation.
% of Dollar
[ J Minnni.o'!.. 11912
C. SUPPLIERS: Provide details regarding Minority/Women firms that
supply you with goods or services; state the extent.
$ of Dollaj
Firm Name Business Add ess — _ Contract Amoun,
yi
CITY OF MIAMI, FLORIDA RFP NO. 93-94-166
PROPOSAL FORM (Continued)
This questionnaire is to be submitted to the designated City
= Office by the proposer, along with the proposal being submitted
for the goods and/or services required by City. Do not leave any
® questions unanswered. When the question does not apply, write
the word(s) "None", or "Not Applicable", as appropriate.
L; I C E N S E S
1 County.or Municipal Occupational License No. (if any) N/A
Attach copy) Gregory Butterfie
( Agent's License)
U
2. State License No. (if any): 54(a - 4(,. 227cl
3. Occupational License Classification: Insurance and Brokerage
4 License Expiration Date: Renewed Annually
-�' 5. Metro -Dade County Certificate of Competency No. 8/A
L(attach copy if requested in Proposal)
V=� I N S U RAN C E Underwriters at Lloyds of London 6
6 Name of Insurance Carrier: Various Companies
7. Type of Coverage:
Errors 6 Ommissions
8. Limits of Liability.
$5,000,000
9. Coverage/Policy Dates:
5/l/94-5/l/95
10. Name of Insurance Agent: Arthur J. Gallagher E Co.
11. Deductible (if any) : Self Insured Retention
- 12 Agent's Phone ( with area code); (708) 773-3800
E X P E R I E N C E '
T 13. Number of Years your organization has been in business: 1977
1927 for -Parent Compan,
14. Number of Years experience PROPOSER 16 ears Antonio Abella
(person, principal of firm, owner) has had Y
in operations of the type required by
t4 ears Gregory Butterfield
the specifications of the Proposal: Y 9 Y
11 years tor the Florida
15. Number of Years experience PROPOSER Corporation
.(firm, corporation, proprietorship) has
had in operations of the type required b
the specifications of the Proposal: 67yyears for the Parent Company
Arthur-J. Gallagher E Co. (Florida) 9 i -
PROPOSER NAME: _
_,JFAILURE TO COMPLETES SIGN. AND RETURN THIS FORM MAY DISQUALIFY THIS.PROPC
M
CITY OF MIAMI, FLORIDA AFP N0. 93-94-166
PROPOSAL FORM (Continued)
;j+jpORTANT: PROPOSAL FORMS AND PROPOSAL ACKNOWLEDGEMENT MUST BE
RETURNED IN TRIPLICATE, IDENTIFIED BY RFP NUMBER,..-MME AND
DATE OF RFP OPENING. IF SECURITY IS REQUIRED, A PROPOSAL WILL
NOT BE ACCEPTED UNLESS THE DEPOSIT OR BOND IS SUBMITTED.
NAMES OF COMPANY OWNER(S): NAMES OF COMPANY OFFICER(S):
Gregory Butterfield Nayla Zacur
Arthur J. Gallagher 6 Co. David L. Marcus Malachi Hogan
G. Joseph Williams Andres Santa
Antonio B. Abella
William E. Nelson`
Donald Miller
a) List principal business address: (street address)
8355 N.W. 53rd-Street, #215, Miami, FL 33166
b) Lisa all other offices located in the State of _Florida:
( street address )1) 2255 Glades Road, #400E, Boca Raton, FL 33431
2) 440 Sawgrass Corporate Parkway
Sunrise, Florida 33325
.._ �SeQ a.-klatl, eci�
Name of individual holding license in this profession (if
applicable) : A 1 1 ,Producing and CSR personnel
The undersigned proposer acknowledges that (s)he has received a copy of
Ordinance #10062 as amended, the Minority Procurement Ordinance of the City of
Miami and agrees to comply with all applicable substantive and procedural
provisions therein, including any amendments thereto.
Proposer: Arthur J. Gallagher 6 Co. (Flo ida)
Signature:
ompany name.
Date: 7/22/94 Print Name: Gregory Butterfield
Indicate if Business is 51% Minority -owned: (Check gile box only)
[ ] BLACK [ ] HISPANIC [ ] FEMALE
AFFIRMATIVE ACTION PLAN
If firm has an existing plan, effective date of implementation: NONE
If firm does not have an existing plan, the Successful Proposer(s) shall be
required to establish an Affimative Action Policy, pursuant to Ordinance
#10062 as amended. See Appendix I for sample. See Attached
Proposer: Arthur J. Gallagher Co. (FL) _Equal Oportunity Rule
Signature:
(c :pany name).
95- 5'75
AWARD OF REP
5�15�95
RFP
No. 93-94-165
ITEM: Insurance Broker
DEPARTMENT: Fire Rescue
TYPE QF PURCHASE: Contract
REASON: To furnish insurance
broker services
POTENTIAL PROPOSERS: 26
RROPOSPLS RECEIVED: 2
FUNDS: Indirect Cost
through commission
insurance premiums
paid
from Acct. Code
No. 620101-650.
RFP EVALUATION: RFP
Invitations
RFP
Mailed
Responses
ALL VENDORS
19
6
............................
MINORITY/FEMALE (M/F) VENDORS..........
12
2
Within City limits ..................
4
2
Registered with City ................
8
0
Black (B) Vendors.. .... ............
5
0
Located within City limits..........
2
0
Registered with City ................
4
0
Female (F) Vendors .....................
1
0
Located within City limits...... ...
0
0
Registered with City. ...............
1
0
Hispanic (H) Vendors .................
5
2
Located within City limits..........
2
2
Registered with City .............
3
0
NON -MINORITY (NM) VENDORS ..............
4
4
Located within City limits..........
1
1
95-- 5175 %�
RECOMMENDP�TION: IT IS RECOMMENDED THAT AWARD BE MADE TO ARTHUR
J. GALHER & COMPANY, A NON-MINORITY/NON-
LQCAL V, NDOR,
nt uzrzcer
RESOLUTION NO.
A RESOLUTION, WITH ATTACHMENT, ACCEPTING THE
PROPOSAL OF ARTHUR J. GALLAGHER AND COMPANY,
FOR FURNISHING INSURANCE BROKERAGE SERVICES,
ON A CONTRACT BASIS FOR ONE (1) YEAR,
RENEWABLE AT THE CITY'S OPTION, FOR TWO
ADDITIONAL ONE YEAR PERIODS AT THE SAME
PRICE, TERMS, AND CONDITIONS, FOR THE
DEPARTMENT OF FIRE -RESCUE, AT NO DIRECT COST
TO THE CITY OF MIAMI (CITY); COMPENSATION FOR
THIS SERVICE SHALL BE SUCH COMMISSIONS AS ARE
PAID BY INSURANCE COMPANIES BASED ON ANNUAL
PREMIUMS PAID BY THE CITY FOR- PURCHASE OF
POLICIES PROCURED BY THE BROKER; ALLOCATING
FUNDS THEREFOR FROM THE CITY'S SELF INSURANCE
AND INSURANCE TRUST FUND, ACCOUNT CODE NO.
620101-650; AUTHORIZING THE CITY MANAGER TO.
ENTER INTO A CONTRACT, IN SUBSTANTIALLY THE
ATTACHED FORM, FOR SAID •SERVICES, AND
THEREAFTER TO INSTRUCT THE CHIEF PROCUREMENT
OFFICER TO ISSUE A PURCHASE ORDER FOR THESE
SERVICES, SUBJECT TO THE AVAILABILITY OF
FUNDS.
WHEREAS, the City of Miami needs insurance brokerage service
for the Self -Insurance and Insurance Trust Fund; and
WHEREAS, said services will allow the Self -Insurance and
Insurance Committee (Committee) to purchase such coverage in the
event that adequate financial reserves have not been provided or
an analysis of. the costs involved demonstrates that it is more
economical for the City to maintain coverage for certain specific
risks through commercial insurance policies; and
WHEREAS, the Committee is authorized and directed to procure
such coverage pursuant to City Code, Section 18-102; and
95-- 575
n
WHEREAS, pursuant to public notice, sealed proposals were
received on July 25, 1994, for the furnishing o-f insurance
brokerage services; and
WHEREAS, Request for Proposals No. 93-94-166, to provide
? these services, were mailed to twenty-six (26)
Y- potential
proposers and two (2) proposals were received; and
WHEREAS, the proposals were evaluated and._ ranked by a
selection committee which recommended that the proposal received
from Arthur J. Gallagher & Company be accepted as the proposal
most advantageous to the City; and
WHEREAS, funds for the purchase of commercial insurance are
available from the City's Self -Insurance and Insurance Trust
Fund, Account Code No. 620101-650; and
WHEREAS, the City Manager and the City's Self -Insurance and
Insurance Trust Fund Committee recommend that the proposal
received from Arthur J. Gallagher & Company be accepted as the
proposal most advantageous to the City;
NOW, 'THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY
OF MIAMI, FLORIDA:
Section 1. The recitals and findings contained in the
Preamble to this Resolution are hereby adopted by reference
thereto. and incorporated herein as if fully set forth in this
Section.
Section 2. The proposal of Arthur J. Gallagher &
Company, for furnishing insurance brokerage services, on a
contract basis for one (1) year, renewable at the City's option,
z-
95- 575
r
For two additional one year periods at the same price, terms, and
conditions,, for the Department of Fire -Rescue, at no direct cost
to the City of Miami (City), with compensation for this service
to be such commissions as are paid by insurance companies based
on annual premiums paid by the City for purchase of policies
procured by the broker, is hereby accepted, with funds therefor
hereby allocated from the City's Self -Insurance and Insurance
Trust Fund, Account Code No. 620101-650.
Section 3. The City Manager is hereby authorized to
enter into a contract, in substantially the attached form, with
Arthur J. Gallagher & Company for said brokerage services and for
a term as specified in Section 2, and thereafter to instruct the -
Chief Procurement Officer to issue a' purchase order for this
service, subject to the availability of funds.
Section 4. This Resolution shall become effective
immediately upon its adoption.
PASSED AND ADOPTED this day of , 1995.
ATTEST:
STEPHEN P. CLARK, MAYOR
95- 5175
w'�r
95-- 5'75
PROFESSIONAL SERVICES AGREEMENT
This Agreement is entered into this ____,_ day of 19 , by and
between, the CITY OF MIAMI, a municipal corporation of the State of Florida,
hereinafter referred to as ("CITY") and ARTHUR J. GALLAGHER & COMPANY, a
Florida corporation, Insurance brokerage firm, hereinafter referred to as
("CONSULTANT").
RECITALS
WHEREAS, The CITY has determined that it needs the services of an insurance
broker to assist the Self -Insurance and Insurance Committee hereinafter referred to as
("Committee") to purchase insurance coverage in the event that adequate financial
reserves have not been provided or where an analysis of the costs involved demonstrate
that it is more economical for the CITY to insure certain risks through commercial
insurance; and
WHEREAS, the Committee is authorized and directed to procure such coverage
pursuant to City Code Section 18-102; and
WHEREAS, the Committee has evaluated the responses received to RFP No.
and has recommended to the City Manager that CONSULTANT be selected
as the company to provide insurance brokerage services to the City; and
WHEREAS, the City Commission, pursuant to Resolution No.
adopted on , 19 has authorized the City Manager to execute an
agreement with CONSULTANT under the terms and conditions hereinafter set forth..
NOW, THEREFORE, in consideration of the premises, the CITY and
CONSULTANT agree as follows:
I. TERMS
The terns of this Agreement. shall be one (1) year commencing on the date this
Agreement is executed by the City Manager. The CITY shall have the option to renew
this Agreement for two (2) additional terms of one (1) year each by giving written notice
to CONSULTANT at least 30 days prior to the expiration of the then current term.
95- 5175 17
H. SCOPE OF SERVICES
The CONSULTANT's work shall be limited to, the evaluation of the CITY's
property and casualty insurance coverages, the marketing of the property and casualty
insurance program, placement of the property and casualty program coverages and
servicing of the specific policies. placed by the CONSULTANT as requested by the
CITY.
ffi. CITY REQUIREMENTS
The CITY is required to provide to the CONSULTANT the date necessary or
reasonably requested by CONSULTANT to perform its services hereunder.
IV. COMPENSATION
The compensation to the CONSULTANT shall be such commissions as are paid
to CONSULTANT by insurance companies based on annual premiums paid by the CITY
for the purchase of policies procured by CONSULTANT at CITY's request. The CITY
shall have no obligation whatsoever to pay CONSULTANT's compensation.
V. COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS
Both parties shall comply with all applicable laws, ordinances and codes of
j federal, state and local governments.
VI. GENERAL CONDITIONS
A. All notices or other communications which shall or may be given pursuant
to this Agreement shall be in writing and shall be delivered by personal service, or by
registered mail addressed to the other party at the address indicated herein, or as the same
may be changed from time to time.
B. CITY shall have the right to review and audit the related records of the
CONSULTANT pertaining to an payments b the CITY upon reasonable notice during
P g YP Y Y P g
normal business hours.
l Y/
95-- 5`75
,u4
ARTHUR J. GALLAGHIER
Captives, Associations, and'-"
Pooling Division
8300 N.W: 53rd Street
Suite 350.
Miami, Florida 33166
VH. OWNERSHIP OF DOCUMENTS
All documents developed by CONSULTANT under this Agreement shall be
delivered to CITY by CONSULTANT upon completion of the services required pursunat
to Section II hereof and shall become the property of CITY, without restriction or
limitation on -their use. CONSULTANT agrees that any and all documents maintained —
and generated pursuant to this contractual relationship between CITY and
CONSULTANT shall be subject to all provisions of the Public Records Law, Chapter
119, Florida Statutes (1987).
It is further understood by and between the parties that any documents which are
given by CITY to CONSULTANT pursuant to this Agreement shall at all times remain
the property of the CITY and shall not be used by CONSULTANT for any other purpose
whatsoever without the written consent of CITY,
Vffi. NON-DELEGABILITY
The obligation undertaken by CONSULTANT pursuant to this Agreement shall
not be delegated or assigned to any other person unless CITY shall first consent in
writing to the performance or assignment of such services or any part thereof by another
person or firm.,
A. The minima workload to be assigned to the MINORITY PARTNER
under this ,agreement is.Z.Afflof Section II Scope of Services at a compensation paid by
the CONSULTANT as ag eed upon between the CONSULTANT. and the MINORITY
PARTNER.
IX. AUDIT RIGHTS
CITY reserves the right to audit the records of CONSULTANT pertaining to any
billings to CITY for time or expenses at any time ,during the performance of the
Agreement and for a period of three (3) years after final payment is made under this
Agreement upon reasonable notice and during normal business hours.
95- 575
x, ukaa�
X. AWARD OF AGREEMENT
CONSULTANT warrants that it has not employed or retained any person
employed by CITY to solicit or secure this Agreement and that it has not offered to pay,
paid, or agreed to pay, paid, or agreed to pay any person employed by CITY any fee,
commission percentage, brokerage fee, or gift of any kind contingent upon or resulting
from the award of this Agreement.
XI.' CONSTRUCTION OF AGREEMENT
This Agreement shall be construed and enforced according to the laws of the
State of Florida.
XII. SUCCESSORS AND ASSIGNS
This Agreement shall be binding upon the parties herein, their heirs, executors,
legal representatives, successors, and authorized assign.
XIII. INDEMNIFICATION
CONSULTANT shall pay on behalf of, indemnify and save CITY and its
officials harmless from and against any and all claims, liabilities, losses, and causes of
action, which may arise out of CONSULTANT's performance under the provisions of the
Agreement, including all acts or omissions to act on the part of CONSULTANT,
including any person performing under this Agreement for or on CONSULTANT's
behalf, provided that any such claims, liabilities, losses and causes of such action are
attributable to the negligence or willful misconduct of CONSULTANT, and, from and
`against any orders, judgments or decrees which may be entered and which may result
from CONSULTANT's negligence or willful misconduct under this Agreement, , and
from and against all costs, attorneys' fees, expenses and liabilities incurred in the defense
of any such claim, or the investigation thereof.
XM CONFLICT OF INTEREST
CONSULTANT covenants that no person under its employ who presently
exercises any functions or responsibilities in connection with this Agreement has any
personal financial interest, direct or indirect, in the work product of this Agreement.
CONSULTANT further covenants that, in the performance of this Agreement, no
person having such conflicting interest shall be employed. Any such interests on the part
95—
�r
of CONSULTANT or its employees must be disclosed in writing to CITY.
CONSULTANT, in- the performance of this Agreement, shall be subject to the more
I estrictive law and/or guidelines regarding conflict of interest promulgated by federal,
'state or local government:
CONSULTANT is aware of the conflict of interest laws of the City of Miami
(City of Miami Code Chapter 2, Article V), Dade County, Florida (Dade County Code
Section 2-11:1) and the State of Florida, and agrees that it will fully comply in all
respects with the terms of said laws.
XV. INDEPENDENT CONTRACTOR
CONSULTANT, and its employees, SUBCONSULTANTS, and agents shall be
deemed to be independent contractors, and not agents or employees of the CITY, and
shall not attain any rights or benefits under the Civil Services or Pension Ordinances of
CITY, or any rights generally afforded classified or unclassified employees; furthermore,
its agents or employees shall not be deemed entitled to the Florida Workers'
Compensation benefits as an employee of CITY.
XV1. TERMINATION OF AGREEMENT
CITY retains the right to terminate this Agreement at any time prior to the
completion of the services required pursuant to Section H hereof without penalty to
CITY. In that event, notice of termination of this Agreement shall be in writing to
CONSULTANT who shall be paid for those services performed prior to the date of its
receipt of the notice of termination. In no case, however, will CITY pay
CONSULTANT an amount in excess of the total sum of the premium for policies
procured and accepted by the CITY.
It is hereby understood by and between CITY and CONSULTANT that any
payment made in accordance with this Section to CONSULTANT shall be made only if
said CONSULTANT is not in default under the terms of this Agreement. If
CONSULTANT is in default, CITY shall in no way be obligated and shall not pay to the
CONSULTANT any further sum whatsoever and shall, upon request, be reimbursed for
any past payments.
It is further understood that should CONSULTANT fail to perform any of the
services under this Agreement, CITY agrees that CONSULTANT's entire liability and
CITY's sole and exclusive remedy for claims in connection with or arising of the form of
action, shall be CITY's premiums for policies purchased, which premiums were received
by CONSULTANT.
a/
dwi tXAl
XVII. NONDISCRIMINATION
CONSULTANT agrees that it shall not discriminate as to race, sex, color,
religion, age, national origin, marital status, or handicap, in connection with its
l performance under this Agreement.
I '
i XVM. MINORITY PROCUREMENT COMPLIANCE
CONSULTANT acknowledges that it has been furnished a copy of Ordinance
No. 10062, as amended by Ordinance No. 10538, the Minority and Women Business
Affairs and Procurement Ordinance of the City of Miami, and agrees to comply with all
applicable substantive and procedural provisions therein, including any amendments
thereto:
XIX. CONTINGENCY CLAUSE
Funding for this Agreement is contingent on the availability of funds and is
subject to amendment or termination due to lack of funds, or authorization, reduction of
funds, and/or change in regulations.
XX. DEFAULT PROVISION
In the event that CONSULTANT shall fail to comply with each and every term
1 and condition of this Agreement or fails to perform any of the terms and conditions
contained herein, then CITY, at its sole option and upon written notice to
! CONSULTANT, may cancel and terminate this Agreement, and all payments, advances,
i or other compensation paid to CONSULTANT by CITY, if any, while CONSULTANT
was in default of the provisions herein contained, shall be forthwith returned to CITY
provided CONSULTANT was given written notice of such default and the opportunity
to cure the same, but failed to do so.
XXI. ENTIRE AGREEMENT
This instrument and its attachments constitute the sole and only Agreement of the
partieshereto relating to said services and correctly sets forth the rights, duties, and
obligations of each to the other as of its date. Any prior agreements, promises,
negotiations, or representations not expressly set forth in this Agreement are of no force
or effect.
r
95- 5'75
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a1�x33Pr a�E
XXII. AMMNDMENTS
No amendments to this Agreement shall be binding on either party unless in
writing and signed by both parties.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be
executed by the respective officials thereunto duly authorized, this day and year first
above written.
CITY OF MIAMI a municipal
corporation of the State of
ATTEST: Florida:—
By:
MATTY HIRAI CESAR H. ODIO
CITY CLERK CITY MANAGER
WITNESS:
CONSULTANT:
ARTHUR J. GALLAGHER
TONY ABELLA, JR., ARM
Division Vice -President
APPROVED AS TO LEGAL
FORM AND CORRECTNESS:
A. QUINN JONES, I1 CITY ATTORNEY
• ,ll,'tii���M
CITY OF MIAMI, FLORIDA
DEFERRED INTER -OFFICE MEMORANDUM 95
TO : Honorable Mayor & Members DATE : JU�1` I y� FILE
� 2 � ace
of the City Commission
SUBJECT : Resolution of Protest,
Insurance Broker Services
FROM : REFERENCES:
Cesa o
City ger ENCLOSURES:
BCOMMENDA=
It is respectfully recommended that the City Commission adopt the
attached resolution approving the Chief Procurement' Officer's
decision to reject the protest of Beltran, Alexander & Alexander,
in connection with RFP 93-94-166 for insurance broker services.
BACKGROUND
On July 1, 1994, the City of Miami solicited proposals through
Request for Proposals (RFP) 93-94-166, to provide insurance
broker services. By letter on March 30, 1995, Beltran, Alexander
& Alexander protested the City's determination to recommend that
a contract be awarded to the higher ranked proposal from Arthur
J. Gallagher.
Pursuant to Section 18-56.1 of the City Code, the Chief
Procurement Officer met with City staff, duly investigated the
matter, and determined that the protest lacked merit, as detailed
in the attached letter.
It is, therefore, recommended that the City Commission adopt the
attached resolution approving the Chief Procurement Officer's
decision to reject the protest of Beltran, Alexander & Alexander
Enc.